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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,769 | $91,559-34.7% | $133,971-55.4% | $79,852-25.1% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 9.50% | 61.85%-52.4pp | 45.09%-35.6pp | 31.72%-22.2pp |
| Employer contribution / active EE | $319 | $2,384-86.6% | $3,919-91.9% | $2,471-87.1% |
| Participant deferral / active EE | $2,515 | $3,734-32.6% | $5,047-50.2% | $3,740-32.8% |
| Admin fee / account holder | $3,197 | $6,321-49.4% | $8,929-64.2% | $5,306-39.7% |